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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,010 | $167,030-66.5% | $135,768-58.7% | $155,188-63.9% |
| Participation rate | 64.7% | 76.2%-11.5pp | 71.1%-6.4pp | 80.8%-16.1pp |
| Annual return | 15.10% | 678.39%-663.3pp | 526.10%-511.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,585 | $4,132-61.6% | $3,394-53.3% | $4,248-62.7% |
| Participant deferral / active EE | $4,107 | $4,528-9.3% | $3,977+3.3% | $6,531-37.1% |
| Admin fee / account holder | $9,547 | $8,172+16.8% | $7,048+35.5% | $14,480-34.1% |